Financial Customer Advocate: Onsite Training & Growth

Soteria Reinsurance Ltd.; Smithfield (RI); On-site; USD 25,000 - 34,000; Full time

Job summary

Fidelity Investments in Smithfield, RI is hiring Financial Customer Associates for a full-time onsite role. You will join a 14-week training cohort and handle a range of customer inquiries about 401k accounts, withdrawals, loans, and account maintenance.

No finance background is required; you will learn the financial services industry, gain valuable experience, and receive coaching to advance your career while balancing office and onsite training.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Strong communication and empathy.
• Ability to work onsite with training hours.

Responsibilities

• Handle customer calls and inquiries related to 401k accounts and account maintenance.
• Provide education and resources to help customers make informed decisions.
• Participate in training cohorts and ongoing coaching.

Skills

Customer service

Active listening

Communication

Adaptability

Tech savvy

Problem solving

Teamwork

CRM software

Education

High School diploma or GED

Tools

CRM software

Job description

Fidelity Investments in Smithfield, RI is hiring Financial Customer Associates for a full-time onsite role. You will join a 14-week training cohort and handle a range of customer inquiries about 401k accounts, withdrawals, loans, and account maintenance.

No finance background is required; you will learn the financial services industry, gain valuable experience, and receive coaching to advance your career while balancing office and onsite training.